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Ian Michael Weinberg

Wealthspire Advisors

Melville, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-03
  • NY RA
    APPROVED
    Since 2025-11-03

Branch Locations

400 Broadhollow Road, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Woodbury NY 05/1996 11/2025
Wealthspire Advisors Llc Melville NY 11/2025 Present
  • 05/1996 → 11/2025
    Lpl Financial Llc
    Woodbury, NY
  • 11/2025 → Present
    Wealthspire Advisors Llc
    Melville, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-25
  • S63 Uniform Securities Agent State Law Examination
    1987-06-25
Designations

View on SEC IAPD

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